• Paraplanner

    Robert Half Finance & Accounting (Orinda, CA)
    …solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you ... client plans with precision and attention to detail. + Support the planning team in meeting annual goals and...exams. Culture & Growth: This firm offers a beautiful office environment, a tight-knit team, and a strong commitment… more
    Robert Half Finance & Accounting (08/10/25)
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  • Paraplanner - RIA Firm

    Robert Half Finance & Accounting (Orinda, CA)
    …solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you ... 8+ years - people love working here! + Beautiful office in a BART-accessible location + Strong emphasis on...assist in retirement planning, tax planning, and more + Support ongoing planning projects and help develop firm processes… more
    Robert Half Finance & Accounting (08/19/25)
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  • Portfolio Administrator

    Robert Half Finance & Accounting (Alameda, CA)
    …solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you ... trading, custodial systems, and database management + Proficiency in Microsoft Office ; experience with Salesforce or other CRMs preferred + Strong attention… more
    Robert Half Finance & Accounting (08/13/25)
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  • Administrative Coordinator

    Robert Half Office Team (Oakland, CA)
    …solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you ... + High school diploma or equivalent (required) + 4+ years of administrative / office experience + Strong organizational and communication skills + Proficiency… more
    Robert Half Office Team (08/14/25)
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  • Paraplanner for Established East Bay Firm

    Robert Half Finance & Accounting (Orinda, CA)
    …solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you ... tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center + Support process improvements and special projects to enhance firm operations Requirements… more
    Robert Half Finance & Accounting (08/09/25)
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  • Portfolio Administrator

    Robert Half Finance & Accounting (Alameda, CA)
    …solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you ... multiple platforms, and work closely with advisors and operations teams to support investment processes. This role requires strong technical skills, attention to… more
    Robert Half Finance & Accounting (08/09/25)
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  • Administrative Clerk

    Robert Half Office Team (Oceanside, CA)
    …solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you ... dealership in Carlsbad seeking a reliable and bilingual DMV Administrative Clerk. This role is perfect for someone who...Outlook, Excel, and internal systems to manage workflow + Support general office tasks and assist with… more
    Robert Half Office Team (08/13/25)
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  • Supervising Grants Administration Manager…

    City and County of San Francisco (San Francisco, CA)
    …and developing sustainable internal systems. Reporting to the Director of Grants Administration , this position will support the department in institutionalizing ... and mentor a team of analysts responsible for grant administration and fiscal oversight. + Support the...as liaison to internal and external partners, including the Office of Contract Administration , Controller's Office more
    City and County of San Francisco (08/15/25)
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  • Portfolio Administrator

    Robert Half Finance & Accounting (Berkeley, CA)
    …solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you ... will also serve as a key internal resource for investment operations and support the Chief Investment Officer in various capacities. Key Responsibilities + Lead… more
    Robert Half Finance & Accounting (08/17/25)
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  • Client Service Associate - Reputable RIA

    Robert Half Finance & Accounting (Mountain View, CA)
    …solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you ... for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately and on… more
    Robert Half Finance & Accounting (08/14/25)
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